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Verum Partners’s McDonald's MCD Stock Holding History

Verum Partners’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$627K Buy
2,320
+557
+32% +$160K 0.09% 106
2026
Q1 		$548K Sell
1,763
-28
-2% -$8.92K 0.1% 101
2025
Q4 		$547K Sell
1,791
-12
-0.7% -$3.67K 0.11% 91
2025
Q3 		$548K Buy
1,803
+51
+3% +$15.5K 0.12% 97
2025
Q2 		$512K Buy
1,752
+72
+4% +$22.2K 0.12% 93
2025
Q1 		$525K Buy
1,680
+40
+2% +$12K 0.14% 83
2024
Q4 		$475K Buy
1,640
+51
+3% +$15.2K 0.14% 93
2024
Q3 		$484K Buy
1,589
+27
+2% +$7.44K 0.14% 89
2024
Q2 		$398K Sell
1,562
-29
-2% -$7.69K 0.13% 99
2024
Q1 		$449K Sell
1,591
-39
-2% -$11.3K 0.16% 91
2023
Q4 		$483K Buy
1,630
+197
+14% +$53.6K 0.19% 81
2023
Q3 		$378K Buy
1,433
+198
+16% +$56.5K 0.17% 86
2023
Q2 		$369K Buy
+1,235
New +$359K 0.33% 60

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Verum Partners's MCD Position: Q2 2026 in Review

Verum Partners increased its McDonald's (MCD) stake by 32% in Q2 2026, buying an estimated $160K and bringing the position to 2,320 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #106.

Verum Partners first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Verum Partners held 2,320 shares of McDonald's worth $627K as of Q2 2026.
  • Verum Partners bought 557 McDonald's shares in Q2 2026, an estimated $160K.
  • McDonald's made up 0.09% of Verum Partners's portfolio in Q2 2026, its #106 holding.
  • Verum Partners first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.